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Latest West Wealth Group, LLC Stock Portfolio

$506Million– No. of Holdings #130

West Wealth Group, LLC Performance:
2026 Q1: -2.13%YTD: -2.13%2025: 14.22%
Performance for 2026 Q1 is -2.13%, and YTD is -2.13%, and 2025 is 14.22%.

About West Wealth Group, LLC and 13F Hedge Fund Stock Holdings

West Wealth Group, LLC is a hedge fund based in Irvine, CA. On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, West Wealth Group, LLC reported an equity portfolio of $506 Millions as of 31 Mar, 2026.

The top stock holdings of West Wealth Group, LLC are IJR, IJR, BECO. The fund has invested 10.5% of it's portfolio in ISHARES TR and 10.2% of portfolio in ISHARES TR.

The fund managers got completely rid off BLACKROCK ETF TRUST II (HYMU), ISHARES TR (AAXJ) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (EDV), ISHARES GOLD TR (IAU) and J P MORGAN EXCHANGE TRADED F (BBAX). West Wealth Group, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), DIMENSIONAL ETF TRUST (DFAC) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), INVESCO EXCH TRADED FD TR II (CGW) and VANGUARD INDEX FDS (VB).
West Wealth Group, LLC Equity Portfolio Value
Last Reported on: 12 May, 2026

West Wealth Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that West Wealth Group, LLC made a return of -2.13% in the last quarter. In trailing 12 months, it's portfolio return was 14.94%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust43,160,800
dimensional etf trust1,690,880
american centy etf tr1,041,670
dimensional etf trust665,916
dimensional etf trust665,487
american centy etf tr635,126
ishares tr580,191
dimensional etf trust510,158
New stocks bought by West Wealth Group, LLC

Additions

Ticker% Inc.
ishares tr846
invesco exch traded fd tr ii424
vanguard index fds179
spdr series trust73.53
j p morgan exchange traded f69.95
ishares tr48.26
meta platforms inc37.23
bank america corp31.38
Additions to existing portfolio by West Wealth Group, LLC

Reductions

Ticker% Reduced
vanguard world fd-97.33
ishares gold tr-61.98
j p morgan exchange traded f-52.26
ishares tr-49.53
ishares tr-42.52
ishares tr-37.4
disney walt co-29.56
berkshire hathaway inc del-29.46
West Wealth Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
blackrock etf trust ii-2,784,080
ishares tr-2,626,880
cleveland-cliffs inc new-137,687
ishares tr-974,316
ishares tr-338,841
ishares tr-253,671
ishares tr-246,347
ishares tr-298,558
West Wealth Group, LLC got rid off the above stocks

Sector Distribution

West Wealth Group, LLC has about 87.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Utilities
  • Consumer Cyclical
Sector%
Others87.1
Technology6.4
Utilities1.6
Consumer Cyclical1.4

Market Cap. Distribution

West Wealth Group, LLC has about 11.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED87.1
MEGA-CAP9.6
LARGE-CAP1.8
MID-CAP1.4

Stocks belong to which Index?

About 12.8% of the stocks held by West Wealth Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others87.2
S&P 50011.3
RUSSELL 20001.5
Top 5 Winners (%)%
STX
seagate technology hldngs pl
42.2 %
XOM
exxon mobil corp
40.6 %
XLB
select sector spdr tr
36.0 %
CVX
chevron corporation
34.4 %
ge vernova inc
33.3 %
Top 5 Winners ($)$
AAXJ
ishares tr
1.1 M
BITS
global x fds
0.9 M
IAU
ishares gold tr
0.4 M
XOM
exxon mobil corp
0.2 M
LRCX
lam research corp
0.2 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.3 %
IBM
international business machs
-17.8 %
UNH
unitedhealth group inc
-17.0 %
TSLA
tesla inc
-15.7 %
TARS
tarsus pharmaceuticals inc
-14.3 %
Top 5 Losers ($)$
IJR
ishares tr
-4.6 M
BECO
blackrock etf trust
-1.7 M
BIL
spdr series trust
-1.6 M
MSFT
microsoft corp
-1.1 M
BECO
blackrock etf trust
-1.1 M

West Wealth Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of West Wealth Group, LLC

West Wealth Group, LLC has 130 stocks in it's portfolio. About 63.9% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. AAXJ was the most profitable stock for West Wealth Group, LLC last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions